Gratus Capital, LLC is a large advisory firm based in Atlanta. It manages $1.67 billion of regulatory assets for 2,395 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, California, Colorado, and 13 other states.
Gratus Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gratus Capital, LLC is $1.67 billion. The firm's AUM has grown by 111% since the beginning of its operation, and $748.18 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Gratus Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, high net worth individuals, and pooled investment vehicles. The largest group of clients of Gratus Capital is high net worth individuals with 319 clients and $1.45 billion of assets under management. Among the 10 most similar advisory firms, Gratus Capital has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.67 billion for 682 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Gratus Capital also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $200,000 for each fund.
The company employs 28 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Gratus Capital, LLC performs its advisory services is located at 3350 Riverwood Parkway, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-961-6000 or by fax 404-961-6020. The normal business hours are 9 - 5 on Monday - Friday. You can find more information about the New York firm at gratuscapital.com and its LinkedIn profile.